Podcast Episodes
Back to SearchRate of Return on Life Insurance
In this episode Dr. Tom and John McFie take a look at a 20yr Actual Rate of Return on the S & P 500 compared to the tax equivalent rate of return on Participating Whole Life Insurance Cash Values. Th…
Published on 9 years, 8 months ago
Buying A House
This week on Wealth Talks, Dr. John Schellenberg joins Dr. Tom and John McFie to talk over strategies for buying a house AND the best methods to retrieve money from Tax Qualified Plans.
Published on 9 years, 8 months ago
Legal Documents
Learn how to make sure your legal documents will do what you want them to do. Resource Link: documentreview.life-benefits.com
* Includes Bonus to last episode: Info that Dr. Tom McFie’s Dad received …
Published on 9 years, 9 months ago
Social Security
This week on Wealth Talks Tom and John McFie talk about Social Security and how it was sold as an “Insurance Plan” but turned out a “Ponzi Scheme.” In addition to the history, find out what is affec…
Published on 9 years, 9 months ago
Getting Money out of Qualified Plans into Life Insurance.
Think through your options first. In this Episode Dr. Tom and John McFie share some recent cases. Many insurance agents ignore important consequences to pad their pocket and sell a bigger 1st-year p…
Published on 9 years, 9 months ago
3 myths about Whole Life Insurance.
Today on Wealth Talks John and Jesse McFie talk about 3 common myths about Whole Life Insurance.
1) WL is best for Pre-Retirement Income Protection
2) WL provides a Great Investment Return
3…
Published on 9 years, 9 months ago
Episode 40 Inflation
Inflation steals the value of savings without changing the figures. It is an insidious form of taxation. Doomsayers mourn this fact. Optimists try to change it. Leaders adjust to the fact and wor…
Published on 9 years, 10 months ago
Episode 39 Taking Action
In this episode Jesse joins Tom and John McFie in the studio to talk about taking action in life, and being cautious to never confuse motion with progress.
Published on 9 years, 10 months ago
Episode 38 Building Your Team
In this Episode, John and Jesse draw lessons from a landscaping project that can help you build a great team for success in Your Financial GAME.
Published on 9 years, 10 months ago
New Year Resolutions
By listening to this episode, you'll find a way to evaluate your New Year Resolutions and use the powerful One-Touch Rule to stay on track and achieve your dreams.
Published on 9 years, 10 months ago